Senior Trust Officer, Wealth Management

US Bank; Minneapolis (MN); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

U.S. Bank is seeking a Trust Officer to manage fiduciary relationships and a portfolio of trust and investment accounts.

The role requires fiduciary judgment, client interaction with beneficiaries, attorneys and advisors, and collaboration with Portfolio Managers, tax and legal professionals, and operations teams to deliver compliant fiduciary solutions. The position emphasizes accuracy in documentation, adherence to controls, and proactive service throughout the client lifecycle, with

Formación

• Bachelor's degree or equivalent combination of education and relevant experience.
• Five or more years of experience in trust administration, fiduciary services, wealth management, estate administration, or related field.
• Demonstrated knowledge of fiduciary administration, governing-document interpretation, trust products and services, fiduciary risk, and applicable banking and regulatory responsibilities.
• Ability to foster strong client relationships and teamwork.

Responsabilidades

• Trust Administration: Manage assigned trust and investment accounts by following governing documents, applicable laws, fiduciary standards, bank policies and regulatory requirements.
• Client and Beneficiary Service: Support positive relationships with clients and beneficiaries, communicate clearly and promptly, respond to routine questions and provide accurate information.
• Complex Matters: Identify complex or sensitive issues and seek guidance when necessary with appropriate partners and document actions and outcomes.
• Risk and Compliance: Monitor for risks or errors, report concerns, and maintain clear records.
• Client Retention and Growth: Provide reliable service to maintain client relationships and identify opportunities with appropriate team members.
• Teamwork and Coordination: Collaborate with team and partners to meet client needs and complete tasks.
• Records and System Updates: Keep account records accurate and up to date; complete reviews and correspondence promptly.
• Team and Business Support: Participate in team meetings and coordinate with Wealth Management partners.

Conocimientos

Fiduciary administration

Governing-document interpretation

Trust products and services

Fiduciary risk management

Regulatory responsibilities

Educación

Bachelor's degree or equivalent

Descripción del empleo

U.S. Bank is seeking a Trust Officer to manage fiduciary relationships and a portfolio of trust and investment accounts.

The role requires fiduciary judgment, client interaction with beneficiaries, attorneys and advisors, and collaboration with Portfolio Managers, tax and legal professionals, and operations teams to deliver compliant fiduciary solutions. The position emphasizes accuracy in documentation, adherence to controls, and proactive service throughout the client lifecycle, with